Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-06 |
Branch Locations
Rock Center, 1230 Avenue Of Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | New York | NY | 12/2005 | 07/2023 |
| First Republic Securities Company | New York | NY | 03/2011 | 10/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-01 |
Reach out to this advisor